Always On with Duncan MacPherson

Finish Strong in 2022 (Ep. 29)

Listen Later

Q4 is the perfect time to finish the year with a bang, especially as we come out of an unprecedented disruption. It’s also the perfect time to build momentum and prepare to fast-track success in the New Year.

In this episode, Duncan MacPherson highlights four key steps financial professionals should take to maximize their client relationships and position their businesses for a strong and profitable final quarter of 2022, and for a great start to 2023. These strategies are easy to implement and translate into results quickly and predictably.

Duncan discusses:

  • A proven process to rejuvenate relationships with your best clients and amplify growth through advocacy
  • How to make timely adjustments to increase efficiency and productivity
  • Sample scripts to use in client meetings (and holiday cards!)
  • Tips for maximizing your value during volatile market conditions
  • And more

    • Resources:

    • Practice Management Index (PMI)
    • Lavish Cards
    • Strategy and Tactical Meetings
    • Download Chapter 1 from The Blue Square Method
    • A Short History of Financial Euphoria – A Synopsis By Duncan MacPherson

      • Connect With Duncan:

      • Pareto Systems 
      • 1.866.593.8020
      • Schedule a Call
      • Duncan on LinkedIn

        • Promotions:

        • The Blue Square Toolkit by Pareto (Start your 14-day free trial today!)
        • ProudMouth – Be Your Own Loud
          • ...more
          View all episodesView all episodes
          Download on the App Store
          Always On with Duncan MacPhersonBy Duncan MacPherson
          • 4.8
          • 4.8
          • 4.8
          • 4.8
          • 4.8

          4.8

          12 ratings

          More shows like Always On with Duncan MacPherson

          View all
          WSJ What’s News by The Wall Street Journal

          WSJ What’s News

          4,345 Listeners

          Notes on the Week Ahead by Dr. David Kelly

          Notes on the Week Ahead

          194 Listeners

          THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

          THE ED MYLETT SHOW

          14,009 Listeners

          The Martell Method w/ Dan Martell by Dan Martell

          The Martell Method w/ Dan Martell

          573 Listeners

          Capital Ideas Podcast by Capital Group

          Capital Ideas Podcast

          282 Listeners

          Animal Spirits Podcast by The Compound

          Animal Spirits Podcast

          2,023 Listeners

          Wall Street Breakfast by Seeking Alpha

          Wall Street Breakfast

          1,039 Listeners

          The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

          The Perfect RIA

          463 Listeners

          The Compound and Friends by The Compound

          The Compound and Friends

          2,116 Listeners

          Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

          Kitces and Carl - Real Talk for Real Financial Advisors

          243 Listeners

          Barron's Streetwise by Barron's

          Barron's Streetwise

          1,569 Listeners

          Barron's Advisor by Barron's Advisor

          Barron's Advisor

          115 Listeners

          Ask The Compound by The Compound

          Ask The Compound

          324 Listeners

          The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

          The Efficient Advisor: Tactical Business Advice for Financial Planners

          135 Listeners

          Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

          Facts vs Feelings with Ryan Detrick & Sonu Varghese

          48 Listeners